Magazine November 2018

Faces of Wealth Management: Legacy Capital

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Legacy Capital
Matt Jones, JD, CFP and Jason Prather JD, LLM

Legacy Capital is a locally owned and operated boutique wealth management firm focused on serving the affluent and ultra-affluent. We are a registered investment advisor with the Securities and Exchange Commission and offer holistic financial and estate planning services as well as asset management and life insurance.

The company was founded in 1977 by Frank McGehee. Matt Jones joined the firm in 1997 after leaving Stephens Inc., and Jason Prather joined in 2003 after more than a decade of practicing law in Ft. Worth, Texas.

“We work with a select and limited number of families allowing us to get to know our clients on a deeper and more personal level,” says partner Matt Jones. “We genuinely care about the needs and lives of our clients, and have relationships with three generations of several families we serve.”

Due to the sophisticated needs of its clients, Legacy Capital operates with only highly educated and credentialed advisors, including two attorneys, two certified financial planners and our in-house underwriter with a Fellow Academy of Life Underwriting (FALU) designation.

“We have a true team approach to serving our clients, and our clients typically interact with four or five different people in our organization on different aspects of their wealth management planning,” Prather says. “As a firm, we recognize that it is our job to educate our clients so they can make informed decisions. We truly view ourselves as educators and advisors.”

When McGehee died unexpectedly in 2005, Jones and Prather wondered what the future of the company might be.

“Since then, we not only survived but have experienced significant growth to get where we are today,” Jones says. “While we have clients all over the United States, we are proud to be Arkansas based and managed.”

Legacy Capital
501.376.7878
lcgar.com

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